You finish the kick-off call and a complete, branded onboarding workspace appears for your new client — tasks assigned, welcome email sent, documents ready — in minutes, not an afternoon of copy-pasting.
The Taskade Genesis Onboarding Guide Portal (try it live below) shows you exactly what your clients experience: a structured onboarding hub with milestones, embedded resources, and a check-list they can tick off. Click "Use this app" to clone and own a running copy in your workspace in about ten seconds.
What makes this more than a checklist template is the automation that drives it. When a new client deal closes — pulled in from your CRM, a form, or a Stripe payment — a trigger fires and the whole onboarding workspace is generated from your master template, pre-populated with the client's name, project scope, and assigned team members. Actions push the welcome email, create the client's portal, and post a heads-up to your team's Slack. No copy-paste, no missed steps.
The embedded AI agent does the heavy lifting inside the app: with 33 built-in tools and persistent memory, it personalizes the welcome message, drafts the first-week agenda from the project brief, and flags any missing client information before onboarding even begins. It remembers the client context across every future session so your team never has to re-brief it.
The Relationship field links contacts to their onboarding project, to tasks, and to the signed proposal — one connected system where you can see every client's status at a glance. View your whole client roster as a Board by onboarding stage, a Calendar of milestone deadlines, a Table of completion rates, or a Gantt for timeline oversight — all seven project views on the same data, zero rebuild.
100+ bidirectional integrations mean the flow works both ways: triggers pull new-client signals in from Gmail, HubSpot, Calendly, or Stripe; actions push workspace invites, task assignments, and notifications out to Slack and email. Built-in reliable automations handle the branching logic — if a client doesn't complete Step 1 by day three, a nudge fires automatically without you setting up a separate Zapier workflow.
The Workspace DNA loop runs the whole system: Memory stores each client's context and onboarding history, Intelligence personalizes each step, and Execution fires the reminders and milestone alerts reliably. Own the app and data outright — no per-client seat fees and no lock-in. Upgrade to Business+ for a custom-domain client portal with GenesisAuth logins your clients sign into with their own credentials.
Browse 150,000+ cloneable apps in the Community Gallery, pair this with the Proposal-to-Cash Pipeline so onboarding triggers the moment a deal is signed, or explore the Client Portal generator to build the full client experience.
Common questions
Does this create a separate workspace for each client?
Yes. The automation generates a new onboarding project from your master template each time a trigger fires, pre-populated with the client's details. You own the template and every instance it creates.
Can clients log in to their own portal?
With Taskade Genesis on a Business+ plan, you can add a custom domain and GenesisAuth so each client signs into a branded portal at your own URL — no shared links or unbranded subdomains.
What integrations does the onboarding runner connect to?
Out of the box: HubSpot, Gmail, Stripe, Calendly, and Slack — with 100+ bidirectional integrations available. Triggers pull the new-client signal in; actions push workspace creation, emails, and notifications out. See Learn: Automation triggers for setup details.